Still, my stock-market portfolio performance speaks for itself. Quietly up 7% YTD, it’s comfortably ahead of the DOW and only modestly behind the S&P. Not bad for a portfolio that isn’t leaning heavily into the mega-cap momentum trades.
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Beat the Market Again! | Portfolio Update March 3rd, 2025
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HAPPY NEW YEAR! Portfolio Update January 2, 2025
I hope 2024 was fruitful for you and wishing you all the best for 2025!…
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Portfolio Update July 1, 2024
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